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Bullboard - Stock Discussion Forum Vermilion Energy Inc T.VET

Alternate Symbol(s):  VET

Vermilion Energy Inc. is a Canada-based international energy producer. The Company seeks to create value through the acquisition, exploration, development, and optimization of producing assets in North America, Europe, and Australia. Its business model emphasizes free cash flow generation and returning capital to investors when economically warranted, augmented by value-adding acquisitions. The... see more

Bullboard (TSX:VET)

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Comment by Quintessential1on Nov 16, 2024 4:15pm

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

Right?!  Next 12 months?  VET obviously has way more torque to the upside and if they stick with the ARX formula of increasing production, reducing share count and paying off debt should ...more  
Comment by Pandoraon Nov 16, 2024 3:19pm

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

A deep conversation but if I may interject with simple numbers over the past 12 months. If I read the 1 year graph correctly T.ARX is up roughly $4/share while T.VET is down roughly $4/share. So on ...more  
Comment by Quintessential1on Nov 16, 2024 2:46pm

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

Yup because TOU being down over 6% from last year is good example of killing it with gas sales. LOL Stop dude. And yeah I think it's dumb.  If you think it isn't,  what can I say?& ...more  
Comment by MyHoneyPoton Nov 16, 2024 12:32pm

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

ARX poor performance is real and it is measurable, so if you think that dumb? what can i say.  ARX needs to be competative on the gas price they get, Kakwa saved the day for them and they ramped ...more  
Comment by Quintessential1on Nov 16, 2024 11:22am

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

"the entire company performance hindges on the price that they can sell their products for"   LOL What product / commodity based company doesn't? FYI  TOU YTD 2024 ...more  
Comment by MyHoneyPoton Nov 16, 2024 10:02am

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

Here is the issue with ARX, just tell the RATS to run faster, produce more for cheaper. The management is going to sell you gas at a huge discount to TOU, because fiscally they keep taking making ...more  
Comment by Quintessential1on Nov 16, 2024 8:41am

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

That is your whole issue with ARX.  You have an issue with management. They snubbed you.  The rest of the investing world (the herd) loves them. You're not wrong poo pot it's the ...more  
Comment by MyHoneyPoton Nov 16, 2024 8:17am

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

ARX is not investable the entire company performance hindges on the price that they can sell their products for. Arx had a realized gas price of $1.78 in Q3, while TOU average gas price was $3.19 ...more  
Comment by papaloapanon Nov 16, 2024 7:19am

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

The problem with historical comments is you get to pick your own comparison points. You are correct, of course, but it is also selling for about 30% of what it sold for 2 years ago.  I don't ...more  
Comment by Quintessential1on Nov 16, 2024 12:07am

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

Not investable?  Yup. Only increased their market cap 600% in the 4 years since they bought your Investable company. LOL   And you're still crying about them. GLTA
Comment by MyHoneyPoton Nov 15, 2024 10:51pm

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

Investing is where i do well, and ARX is not investable in my opinion it for the herd.  It wasn't bad enought that they had a dismal corporate gas price $1.78, they effectively have zero in ...more  
Comment by Quintessential1on Nov 15, 2024 9:42pm

RE:RE:RE:RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

And yet YTD for 2024 ARX is eclipsing both VET and TOU in share price accreation.  In fact ARX is doing better than both of them put together including their dividends in 2024. It seems like it ...more  
Comment by MyHoneyPoton Nov 15, 2024 8:28pm

RE:RE:RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

I sold it all, i trade all the time, every day. My job is my hobby, my focus is trading oil and gas stocks.   Arx is a good buy for the herd analyst that know nothing, and with the share ...more  
Comment by MyHoneyPoton Nov 15, 2024 11:15am

RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

Arx stock is amout twice the cost of VET and Vet has also acheived the same debt target.  1: So VET FFO is almost double that of ARX, so with every share Vet buys back they get 4X times the  ...more  
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